Vancouver Procounsel - Financial planning services

Vancouver Procouncel financial planning specializes on issues particular to domestic and international relocations. Topics such as international pension transfers, moving expense deductions, valuation days for tax purposes and income splitting opportunities are a few of the topics that will need to be addressed. Once the relocation issues are dealt with, the regular financial planning issues will need to be assessed.

investment management and portfolio construction

This is the service most commonly associated with financial planners. They determine objectives and risk tolerance for each client and develop a customized portfolio asset allocation. Money managers are then chosen based on risk, performance, cost and additional services provided.

	retirement planning
	Retirement planning is about analyzing current resources to determine if you will have enough to retire. Making a few small changes early on can significantly increase your chances of living the retirement lifestyle you want

	estate planning
	The objective of estate planning is to effectively pass on your estate to those you want to benefit. This includes minimizing the amount of tax and fees your estate pays and even reducing the amount of taxes your heirs will pay in the future.

	tax and business planning
	Tax is one of the largest expenses Canadians face. Arranging financial/business affairs in a tax efficient manner can increase after tax returns. This can be as simple as restructuring debts to increase deductibility of interest or as complicated as completing an estate freeze to defer taxes for another generation.

	risk management
	It's important to identify and manage risk to you, your family and business. Sometimes this means insurance to reduce risk and other times entail a succession plan to pass on a business in the event of an unexpected personal event.

	strategic partnerships
	We work with our clients accountants and lawyers to provide comprehensive financial planning solutions. For clients who are new to BC we can also recommend accountants , lawyers and other professionals that we work with and know will provide a first rate service.

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